FINPACK allows users to set a reminder related to a specific file. A Reminder in FINPACK consists of a note related to the FINPACK file, as well as a due date for the action. Reminders assist FINPACK users with completing tasks in a FINPACK file and can help track... A common question the FINPACK team receives is, “What is the best way to enter credit card balances on the balance sheet?” Like many things in the financial world, it depends on the customer situation. Walking through the different scenarios will help determine... There are times when it becomes necessary to send a problem file to CFFM. These troublesome files are then analyzed by FINPACK Tech Support, so the issue can be resolved. FINPACK has the capability for you to send files securely to CFFM (and only CFFM). While in... Did you realize there are options that can be selected when previewing output from FINPACK tools? The drop-down arrow on the right side of the Preview Output icon allows the user to select the output options to be viewed when previewing. Clicking the drop-down... The option to create an annual plan or monthly cash flow plan using the Legacy Projection tools in FINPACK will remain for the next year (or two). No official sunset date has been set at this time. If you are a seasoned user that is very comfortable with the Legacy... To complete a credit analysis on a current or prospective borrower, an accurate balance sheet is crucial. Actually getting balance sheet information from a customer is even more crucial. Having a streamlined way to get balance sheets saves both the bank and the... 